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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 35 of 51  ·  1,019 positions
# Ticker Company Sector Shares Value ↓ % Port Status
681 MSM MSC INDL DIRECT INC Industrials 3 $277.0 SOLD
682 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4 $277.0 SOLD
683 UFPI UFP INDUSTRIES INC Basic Materials 3 $276.0 SOLD
684 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3 $274.0 SOLD
685 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5 $274.0 SOLD
686 ENVA ENOVA INTL INC Financial Services 2 $272.0 SOLD
687 SLGN SILGAN HLDGS INC Consumer Cyclical 7 $272.0 SOLD
688 SR SPIRE INC Utilities 3 $272.0 SOLD
689 AURORA CANNABIS INC 83 $271.0 SOLD
690 BKU BANKUNITED INC Financial Services 6 $271.0 SOLD
691 EPAM EPAM SYS INC Technology 2 $271.0 SOLD
692 PYPL PAYPAL HLDGS INC Financial Services 6 $271.0 SOLD
693 INTERNATIONAL BANCSHARES COR 4 $269.0 SOLD
694 GNW GENWORTH FINL INC Financial Services 33 $268.0 SOLD
695 XRAY DENTSPLY SIRONA INC Healthcare 23 $267.0 SOLD
696 FIBK FIRST INTST BANCSYSTEM INC Financial Services 8 $267.0 SOLD
697 MANH MANHATTAN ASSOCIATES INC Technology 2 $266.0 SOLD
698 OSIS OSI SYSTEMS INC Technology 1 $266.0 SOLD
699 SHAK SHAKE SHACK INC Consumer Cyclical 3 $265.0 SOLD
700 PINNACLE FINL PARTNERS INC 3 $264.0 SOLD
Page 35 of 51  ·  1,019 positions
Sector Allocation
Technology 22.5%
Financial Services 16.9%
Industrials 15.5%
Healthcare 15.0%
Consumer Defensive 8.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Communication Services 3.3%
Energy 3.2%
Basic Materials 2.6%